Ep. 232: March WealthTech News

Come on in. Sit back and relax. You’re listening to episode 232 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, information, updates, and technology around wealth management. This is our March news roundup, where I read the news give you my […]

It’s Alive!: Unleashing the Power of AI in Wealth Management

The story of Frankenstein, written by Mary Shelley in 1818, is a cornerstone literary work that contemplates humanity’s relationship with a form of sentient technology.  The book’s relevance has only increased over the past 200 years as the relationship between humans and technology has become more intertwined.  This relationship is also the core of one […]

Why There Always Seems to be Room for One More Application

“A person who never made a mistake never tried anything new.” — Albert Einstein Can there ever be too much of a good thing? The wealthtech landscape has seen steady growth over the past six years since the Kitces\Ezra Group Advisortech Map was launched. The first version had 80 applications across 20 categories. Today, there […]

Ep. 175: February Wealthtech News

Come on in and sit back relax, you’re listening to Episode 175 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this is our December news roundup where we cover a curated selection of the most interesting news stories in wealth tech.   Before we get into the […]

How I Built My RIA Tech Stack, with Derek Notman

Craig’s Note: To run a 100% remote RIA sounded ludicrous back in 2013 when Derek Notman decided to take his entire practice virtual.  But in a post-COVID world, it looks more like the move of a visionary who was willing to take a chance to provide a better work-life balance while still delivering outstanding service […]

Ep. 114: October WealthTech News Roundup

Come on in, sit back, relax and enjoy episode 114 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 16 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions. […]

3 Tips for Advisors to Choose the Right Technology 

“We are stuck with technology when what we really want is just stuff that works.” ― Douglas Adams, The Salmon of Doubt Advisors are flooded with technology choices. You can throw a dart at the map and hit a software application that has hundreds of satisfied users. But is it the right technology for your […]